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-0.27%
This Month
+40.41%
Year To Date
+99.09%
2 Years
+30.01%
5 Years
+63.34%
10 Years
+10.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance25.37%
- 🚗 Consumer Durables20.45%
- 🖥️ Technology Services13.35%
- 🚚 Transportation12.9%
- 💻 Electronic Technology8.91%
- 🍞 Consumer Non Durables5.63%
- 💼 Commercial Services5.52%
- 📡 Communications5.37%
- 📊 ETFs2.49%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE49.17%
- 🇺🇸 Nasdaq22.27%
- 🇺🇸 NYSE17.34%
- 🇺🇸 OTC Markets Stock Exchange11.23%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom49.17%
- 🇺🇸 United States27.89%
- 🇯🇵 Japan20.45%
Dividends
Dividend Yield
3.09%
9 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (7.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
 PG | Pay Day | Nov 16, 2026 | $1.09 |
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 BT.L | Ex-Dividend | Feb 4, 2027 | $0.00 |
 LGEN.L | Ex-Dividend | Feb 18, 2027 | $0.08 |
 SDLF.L | Ex-Dividend | Feb 25, 2027 | $0.37 |
 HMC | Ex-Dividend | Mar 30, 2027 | $0.66 |
 NTDOY | Ex-Dividend | Apr 1, 2027 | $0.15 |
 WPP.L | Ex-Dividend | Apr 13, 2027 | $0.10 |
Performance Metrics
Score 3.3/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-5.1
-5.1
-6
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-5.1
-5.1
-6
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.31
High:
ROKU
65.54ROKULow:INTC
-54.8INTCDetails
PEG Ratio
2.69
High:PG
19.13PGLow:ROKU
0.1ROKUDetails
Price/Book
6.83
High:MSFT
8.82MSFTLow:SDLF.L
-40.09SDLF.LDetails
Price/Sales
4.88
High:MSFT
11.78MSFTLow:SDLF.L
0.17SDLF.LDetails
Price/CF
15.38
High:INTC
43.85INTCLow:WPP.L
2.35WPP.LDetails
Price/FCF
68.16
High:INTC
1,903.91INTCLow:SDLF.L
3.17SDLF.LDetails
P/E Ratio
36.31
High:ROKU
65.54ROKULow:INTC
-54.8INTCDetails
PEG Ratio
2.69
High:PG
19.13PGLow:ROKU
0.1ROKUDetails
Price/Book
6.83
High:MSFT
8.82MSFTLow:SDLF.L
-40.09SDLF.LDetails
Price/Sales
4.88
High:MSFT
11.78MSFTLow:SDLF.L
0.17SDLF.LDetails
Price/CF
15.38
High:INTC
43.85INTCLow:WPP.L
2.35WPP.LDetails
Price/FCF
68.16
High:INTC
1,903.91INTCLow:SDLF.L
3.17SDLF.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.64% | May 2021 | Apr 2026 | 59 |
-0.27% | Oct 2026 | - | 1 |
-0.02% | Jul 2026 | Aug 2026 | 1 |